Setting up and running a charity – guidance

Charities and investment matters: a guide for trustees (CC14)

Find out how trustees can make the right decisions about investing charity funds.


Charities and investment matters: a guide for trustees

Elusennau a Materion Buddsoddi: Canllaw i ymddiriedolwyr

Legal underpinning

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Trustees can invest money to provide income for their charity or as a way to meet its aims. When making investments, trustees must:

  • follow any rules set out in the charity’s governing document
  • take expert advice where necessary
  • have a mix of investments which will minimise any risk
  • explain the investment policy in the trustees’ annual report

The trustees need to have control of the charity’s investments and monitor their performance. Any advice taken on investments needs to be impartial.